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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
851
Allen Investment Management
New York
$306K +$43.5K +270 +17%
BP
852
BBR Partners
New York
$306K +$294K +1,827 New
WA
853
Wealth Alliance
New York
$305K +$29.6K +184 +11%
BP
854
Ballentine Partners
Massachusetts
$301K +$7.41K +46 +3%
CCP
855
Cardan Capital Partners
Colorado
$299K – – –
FWCM
856
First Western Capital Management
California
$294K -$1.93K -12 -0.7%
RC
857
RegentAtlantic Capital
New Jersey
$294K +$283K +1,755 New
RWRC
858
R.W. Roge & Company
New York
$292K -$19.3K -120 -6%
PRWA
859
Platte River Wealth Advisors
Colorado
$291K +$269K +1,670 New
LSPW
860
Lake Street Private Wealth
Illinois
$289K -$15K -93 -5%
LWCFA
861
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$289K +$3.22K +20 +1%
PCP
862
Proficio Capital Partners
Massachusetts
$289K +$16.1K +100 +6%
RPWA
863
Regent Peak Wealth Advisors
Georgia
$288K -$161 -1 -0.1%
IA
864
IFG Advisory
Georgia
$288K +$278K +1,723 New
CIA
865
Capital Investment Advisors
Georgia
$286K +$28.5K +177 +12%
CIC
866
Chilton Investment Company
Connecticut
$286K +$275K +1,707 New
MPCG
867
Matrix Private Capital Group
New York
$285K -$16.6K -103 -6%
OPS
868
Orion Portfolio Solutions
Nebraska
$285K +$76.5K +475 +39%
MC
869
Muzinich & Co
New York
$284K – – –
SCA
870
STALEY CAPITAL ADVISERS
Pennsylvania
$282K +$271K +1,685 New
SNT
871
Security National Trust
West Virginia
$279K -$11.9K -74 -4%
CCB
872
Cutter & Co Brokerage
Missouri
$278K +$268K +1,661 New
IC
873
IEQ Capital
California
$277K -$352K -2,186 -57%
KA
874
Kovack Advisors
Florida
$277K -$8.38K -52 -3%
SMH
875
Sanders Morris Harris
Texas
$277K +$267K +1,658 New
33 34
35
36 37